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JPL Wealth Management’s Pultegroup PHM Stock Holding History

JPL Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.5K Buy
+115
New +$14.7K ﹤0.01% 470
2025
Q4 		– Sell
-120
Closed -$15.9K – 843
2025
Q3 		$15.9K Buy
+120
New +$14.9K ﹤0.01% 452

Other funds holding PHM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JPL Wealth Management's PHM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Pultegroup (PHM) in Q1 2026: 115 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PHM as recently as Q3 2025.

JPL Wealth Management first reported a position in PHM in Q3 2025 and has held it in 2 quarters since. The position peaked at $15.9K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

  • JPL Wealth Management held 115 shares of Pultegroup worth $13.5K as of Q1 2026.
  • Pultegroup was a new JPL Wealth Management position in Q1 2026.
  • Pultegroup made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #470 holding.
  • JPL Wealth Management first reported a position in Pultegroup in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Pultegroup position peaked at $15.9K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.